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Subject: RANDOM ACCESS COMPUTERS/COMMUNICATIONS
Date: Wed, 18 Nov 92 14:52:03 EST
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"Copyright 1992 Forbes, Inc.  Any further reproduction or
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RANDOM ACCESS  COMPUTERS/COMMUNICATIONS

Workflow

COMMENTARY BY ESTHER DYSON
Esther Dyson is editor and publisher of the
newsletter Release 1.0.

YOU'VE MET groupware; now meet
workflow. A new kind of software is all
the rage, pushed by a host of an-
nouncements at the NetWorld trade
show in October. Ostensibly, the ba-
sic reason for workflow is to automate
routine work--tasks such as loan ap-
plications, customer support and so
forth. Workflow controls the flow of
electronic work, over a network, from
person to person within an organiza-
tion or even between organizations.
It can automatically route forms, send
items around for approval, or collect
sales reports from procrastinating
salespeople.
 That's the accepted wisdom about
workflow. But in fact we've been
automating routine processes for
some time; that's what office comput-
ing, in its simplest form, is all about.
The real promise of workflow sys-
tems--and the tools to build them--
is something more than automation.
It's flexibility.
 What really happens is that you
automate some process, and then you
discover why the automatic proce-
dures don't always work as intended.
Once upon a time, you would be
stuck with the system you ordered.
But with a workflow tool you can in
principle define the exceptions or de-
sired changes in the routine, figure
out how to express them and make
them routine and automate them, and
so on ad infinitum.
 That is, the real reason for work-
flow tools is not to handle the routine,
but to be able to define and handle
exceptions reliably. The thousands of
routine loan applications are easy; the
trick is to handle the unusual ones
without dropping the ball. The 99
operations that go smoothly can be
handled with rigid mainframe-style
systems, but it takes a good workflow
tool to model the myriad of ways the
hundredth operation can go astray--
and how to rescue it.
 Thus, aside from power and the
ability to handle sheer volume, the
mark of a good workflow system is
flexibility--both in design and in op-
eration. It should be easy for users
both to build a workflow system with
defined ways to handle exceptions,
and to change the workflow in re-
sponse to changing conditions--that
is, exceptional conditions that be-
come permanent. In a service-orient-
ed world that is moving ever faster, a
company that can change its processes
as well as its products has a powerful
competitive advantage.
 In action, a workflow software
package is invisible; it sits in the back-
ground and controls the flow of work.
Thus it looks like the spreadsheet your
boss is asking you to fill in, or the
extravagant expense report you're be-
ing asked to approve, the candidate
assessment form for the new pilot or
the field reports you get every week
from your sales team.
 In its interactive form, where you
design or modify a workflow, the
software may look like a form with a
list of potential addressees, a flow-
chart with boxes and arrows you can
move around to design a path for the
work or a menu with choices to build
rules: ''If amount is greater than
$2,000, then route to Juan for ap-
proval; else, route to accounting.''
 So get set for a battle royal between
Lotus Development Corp. and Mi-
crosoft, with Borland entering from
the sidelines next year. Lotus, of
course, is the leader in information-
sharing groupware with its Notes sys-
tem, which allows users to swap
memos, circulate revisions to docu-
ments and share anything from re-
sumes to quality reports or photos of
new employees. Notes gives Lotus an
edge in workflow, since both are net-
work-based applications. Starting
next year, Lotus will be selling a new
workflow tool, licensed from Action
Technologies of Emeryville, Calif., as
an add-on to Notes.
 Meanwhile, Microsoft is the leader
in almost everything else. It sees no
reason why it shouldn't be the leader
in workflow, too. It has most of the
necessary system underpinnings, even
though it doesn't have Notes to give it
legitimacy in the networked applica-
tions market. Nor does it really have
the proper tools yet: As I suggested,
we've always had the ability to build
workflow if we really wanted. What's
new is the tools to do so easily, so it's
possible to respond flexibly and han-
dle new situations. Microsoft, so to
speak, has bricks and mortar; Lotus
has prefab rooms and blueprints.
 Over the next few months, Lotus
will be doing what it can to sign on
systems integrators--people who
know how to turn prefab rooms into
inhabitable houses.
 Meanwhile, Microsoft will be hon-
ing its one-stop-shopping appeal, and
trying to position the Lotus solution
as nonstandard and risky.
 What does it all mean for users?
 Basically, Lotus and Microsoft will
be competing hard to lead the market
into a new phase, where computers
are used as communication and coor-
dination tools instead of just as com-
puting devices.
 Think of the software video of the
1980s: Five yuppies sit around a table.
One says, ''What if we changed this
figure here....'' The graph on the
screen magically redraws itself.
 The video of the 1990s? You see a
group of young executive faces, exhib-
iting politically correct diversity,
around a table. The gang is discussing
a merger. ''Now that we've acquired
SoftBusters, we have to link them into
our customer-support process. When
the message comes in, it should go to
support first, and then to the SoftBust-
ers marketing team....'' The flow-
chart magically redraws itself. And of
course the workflow code is automati-
cally updated. Now SoftBusters will
automatically get electronic mail every
time a customer complains, and its
marketing team can use the feedback
in designing new customer support
programs--or new products.
 Workflow could actually make a
difference.
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